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Bragg Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bragg Financial Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
1,530
-254
-14% -$40.2K 0.01% 350
2026
Q1 		$252K Buy
1,784
+266
+18% +$39.4K 0.01% 342
2025
Q4 		$226K Buy
1,518
+30
+2% +$4.44K 0.01% 338
2025
Q3 		$217K Hold
1,488
– – 0.01% 337
2025
Q2 		$201K Sell
1,488
-235
-14% -$29.3K 0.01% 338
2025
Q1 		$210K Buy
+1,723
New +$222K 0.01% 327

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bragg Financial Advisors's ESGU Position: Q2 2026 in Review

Bragg Financial Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 14% in Q2 2026, selling an estimated $40.2K and leaving 1,530 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #350.

Bragg Financial Advisors first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. The position peaked at $252K in Q1 2026. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Bragg Financial Advisors held 1,530 shares of iShares ESG Aware MSCI USA ETF worth $250K as of Q2 2026.
  • Bragg Financial Advisors sold 254 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $40.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #350 holding.
  • Bragg Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • Bragg Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $252K in Q1 2026.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.